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Articles on CRM
5 of the Best CRM for Insurance Companies
Posted October 1, 2014 by Kiri Picone
The best CRM for insurance companies is easy to use and adopt. We uncover 5 of the top solutions your insurance agents will love using. Read More
4 Real Estate-Specific CRM Solutions Your Agents Will Adore
Posted September 16, 2014 by Kiri Picone
Buying real estate-specific CRM software for your business can improve communication between agents and buyers, reduce redundant processes and help your agency close more deals. Read More
The 5 Top Automotive CRM Software in 2014
Posted July 15, 2014 by Kiri Picone
While car dealerships can get by with tweaking a CRM solution to fit their needs, many businesses opt for an automotive-specific CRM solution. Here are the top automotive CRM solutions your business should consider. Read More
David or Goliath: A 2014 Overview of the Top CRM Vendors
Posted July 3, 2014 by Kiri Picone
Comparing top CRM software vendors is a bit like matching David against Goliath, or huge vendors like Salesforce against emerging solutions like UserVoice. Here’s a comprehensive look at the Davids and Goliaths from the top… Read More
How to Use Microsoft Excel for CRM
Posted May 27, 2014 by Greg Fisher
Learn the basics, and you'll be ready to use Excel for CRM. Here we will look at how you can turn Excel into a powerful CRM system with minimal effort and maximum efficiency. Read More
4 CRM Tools for SMBs You've Never Heard Of (But Should Be Using)
Posted May 16, 2014 by Kristin Crosier
Recent shifts in the CRM market are paving the way for a new generation of affordable, flexible, multifaceted sales platforms. Below, we explore four such examples of cutting-edge sales tools that your SMB might consider. Read More
From the Community: CRM with Email Marketing and Landing Page Tracking
Posted February 14, 2014 by Mark Aspillera
There's more to the sales process than sales calls. Let's answer this week's question by taking a look at how CRM with email marketing works and what a landing page is. Read More
How to Sell Homes Faster With CRM Activity Plans
Posted February 4, 2014 by Matthew Collis
CRM Activity Plans are a particularly useful feature of most real estate CRMs as they will help you sell homes faster and provide a higher level of service to your clients. This post from Matthew… Read More
From the Community: Best CRM for Education
Posted January 17, 2014 by Mark Aspillera
CRM isn't just for the sales team anymore. As of late CRM has been picked up by marketing, nonprofit donor management and other fields as a tool for keeping track of their outreach campaigns. This… Read More
From the Community: Main Criteria for Comparing Nonprofit CRM?
Posted December 13, 2013 by Mark Aspillera
It's easy to slip into the assumption that nonprofit organizations exist on some kind of different plain of existence, business-wise. If you're not out there to turn a profit you don't really have a need… Read More